Full-Stack Automation Workflow Design & Setup

$30-250 USD

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$30-250 USD

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**Title:** Automation Workflow Setup for CRM, Payment Processing, Learning Platform, and Financial Integration **Description:** I need assistance setting up a fully automated workflow that integrates the following tools and processes: --- ### **Project Scope:** 1. **Customer Contact and Payment:** - Automate the collection of customer information when contacted via WhatsApp or Instagram. - Trigger actions upon payment completion using a payment processor (e.g., Stripe). 2. **CRM Integration:** - Automatically create or update customer profiles in a CRM tool. - Tag customers as "Payment Completed" and trigger onboarding workflows. 3. **Onboarding Process:** - Grant automatic access to an online learning platform (e.g., Skool) and courses upon payment completion (no need to send links). - Send additional details via email or WhatsApp, including links to communication groups (WhatsApp/Telegram). 4. **Progress Tracking and Follow-Ups:** - Track student progress using forms or tasks completed after each module. - Update CRM properties to reflect progress (e.g., "Module 1 Completed"). - Automate reminders for overdue students and flag them for manual follow-up when necessary. 5. **Engagement and Reporting:** - Send congratulatory messages and next-step instructions after module completion. - Set up dashboards in the CRM tool to monitor onboarding, progress, and engagement. 6. **Financial Tracking and Integration with QuickBooks:** - Automatically sync payment details (e.g., customer name, amount, payment status) from the payment processor to QuickBooks for financial reporting. - Ensure all payments are categorized correctly for accurate bookkeeping and reporting. - Generate automated financial reports for sales and revenue tracking. 7. **Data Automation:** - Integrate data collection from the payment processor into the CRM tool using platforms like Zapier or Make (Integromat). - Sync financial data between payment processor and QuickBooks seamlessly. 8. **Continuous Optimization:** - Ensure the workflows and templates can be easily adjusted based on data insights. --- ### **Expected Deliverables:** - Fully operational automated workflow. - Clear documentation for workflows and integrations. - Support and troubleshooting for initial setup. --- ### **Tools to Be Used:** - CRM tool (e.g., HubSpot or similar, airtable). - Payment processor (e.g., Stripe). - Integration platforms (e.g., Zapier or Make). - Online learning platform (e.g., Skool or equivalent). - Accounting software (QuickBooks). --- ### **Requirements:** - Proven experience with CRM automation, payment processing, financial integrations, and platform setups. - Ability to work with tools like Zapier, Make (Integromat), and QuickBooks. - Strong communication skills and ability to document workflows clearly. If you’re experienced in building automated workflows and integrations, I’d love to hear from you! Please share your relevant experience and any similar projects you’ve worked on.

Software Architecture

ID Projek: 38947078

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72 pekerja bebas membida secara purata $165 USD untuk pekerjaan ini

@asifchaudhry2015

Hi there, I specialize in creating end-to-end automated workflows and can seamlessly integrate tools like Stripe, HubSpot, QuickBooks, and Zapier for your project. How many communication groups and learning platform integrations will be needed? Also, do you have specific progress metrics for the CRM tracking setup? I would like to discuss in detail. Kindly drop me a message and discuss more with me. Thanks

$140 USD dalam 7 hari

4.9

(169 ulasan)

8.3

@ZohaibRoy

⭐⭐⭐⭐⭐ Expert in Full-Stack Automation Workflow Design & Setup ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and noticed you're looking for an expert in setting up automated workflows for CRM, Payment Processing, Learning Platform, and Financial Integration. Look no further; Zohaib is here to assist you! My team has vast experience in creating similar automated workflows for various platforms. Let me explain how I'll tackle your project, the methods I'll employ, and the added value within your budget. ➡️ Why Me? I bring 5 years of solid experience in building automated workflows, integrating platforms, and optimizing processes for efficiency. My expertise includes CRM automation, payment processing, financial integrations, and platform setups. Besides, I have a strong grip on tools like Zapier, Make (Integromat), QuickBooks, and CRM platforms, ensuring a comprehensive approach to your project. ➡️ Let's have a quick chat to delve into your project details.- ➡️ Skills & Experience: ✅ CRM Automation ✅ Payment Processing Integration ✅ Financial Data Syncing ✅ Platform Setup and Optimization ✅ Workflow Automation ✅ Documentation ✅ Data Analysis ✅ Strong Communication Skills ✅ Problem-Solving ✅ Strong Attention to Detail ✅ Proven Experience with Zapier and Make (Integromat) ✅ QuickBooks Integration Waiting for your response! Best Regards, Zohaib Waiting for your Response!

$199 USD dalam 2 hari

5.0

(68 ulasan)

7.2

@sagarwal3005

I am a skilled professional in setting up automated workflows across CRM, payment processing, learning platforms, and financial integration. With expertise in tools like Zapier, Make, and QuickBooks, I will ensure seamless data sync and automation. My proven track record in CRM automation and platform setups guarantees a fully operational workflow with clear documentation. I am dedicated to optimizing workflows based on data insights for continuous improvement. Let's collaborate to create an efficient and integrated system tailored to your needs. Reach out to discuss how I can elevate your processes and deliver exceptional results.

$194.97 USD dalam 7 hari

5.0

(79 ulasan)

6.9

@Feriver

Hello, my name is Asif, and I specialize in creating automated workflows and integrations for CRM, payment systems, learning platforms, and financial tools like QuickBooks. I can assist in setting up an automated system that integrates payment processors, CRM tools, and learning platforms with seamless tracking and reporting. Let’s discuss your needs and how I can support this project. You will only be charged once you’re satisfied with the result. To ensure the system meets your expectations, could you provide more details on the tools you’re currently using? Thanks, Asif

$250 USD dalam 11 hari

5.0

(53 ulasan)

6.4

@kamran2012

Hello, I am an experienced full-stack developer with expertise in designing and implementing automated workflows. I can help create a seamless, scalable solution tailored to your requirements. With a solid understanding of both backend and frontend technologies, I’ll ensure your project runs smoothly from concept to completion. Key Questions to Clarify the Scope: Could you provide more details about the specific workflows or processes you aim to automate? Are there any preferred technologies, platforms, or tools you would like to incorporate? Do you have existing systems or APIs that need to be integrated into the automation? Let’s discuss the specific details in private to ensure everything meets your expectations. I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012. Looking forward to potentially working together on this project. Thanks and Best regards, Kamran.

$100 USD dalam 3 hari

4.5

(26 ulasan)

7.0

@abhisaini0188

Hello, As an experienced full-stack web and mobile developer with a specialization in automation processes, I can confidently say I'm the perfect fit for your project. Over the course of my career, I've successfully built intricate automated workflows and platform integrations that rely on various tools similar to the ones outlined in your project description. I have extensive knowledge in CRM automation, payment processing, financial integrations, and platform setups that'll be invaluable for the success of your project. Moreover, I'm proficient at working with tools like Zapier and Make (Integromat), which are essential components of your project. My expertise in using QuickBooks for data management and financial tracking to ensure accurate bookkeeping and financial reporting is yet another reason why I'm the best freelancer for this job. And finally, let's talk about my communication skills and ability to document workflows clearly. Clear documentation is vital for maintaining an easily-adjustable workflow based on data insights. Understanding this, my clear-communication approach ensures you're always aware of what's happening on your project, keeping you involved in its development while providing timely support, including troubleshooting post-initial setup. As a diligent professional. Thank you

$250 USD dalam 7 hari

5.0

(11 ulasan)

5.8

@imphasys

Hello, I am excited about the opportunity to assist you with automating workflows across CRM, payment processing, learning platforms, and financial integration. With experience in streamlining business operations, I will focus on ensuring seamless integration between these systems, automating key tasks to improve efficiency and reduce manual input. Why Choose Me? Extensive Experience: Successfully delivered 100+ projects, earning excellent feedback from satisfied clients. Proven Skills: Strong expertise in managing complex requirements and transforming ideas into functional, high-quality applications. Client-Centric Approach: Check my profile to see glowing reviews from previous clients that highlight my ability to exceed expectations. By hiring me, you are guaranteed: 100% delivery of work High-quality, bug-free code Daily progress updates with no communication delays Post-development support to ensure your app runs smoothly, free of cost Waiting for your reply. I hope you respond to me. Thank you

$500 USD dalam 6 hari

4.9

(15 ulasan)

5.7

@rashidamjad

Hello Marcos, I appreciate the opportunity to assist you with the design and setup of a robust automation workflow that integrates CRM, payment processing, and financial tracking using QuickBooks. With over 5 years of experience in full-stack development and extensive expertise in automated workflows, I am confident that I can deliver a solution tailored to your unique requirements. Your project scope is comprehensive, and I can streamline customer interactions, automate onboarding, and ensure seamless financial syncing with QuickBooks. My team has a proven track record in implementing integrations with tools like Zapier and Make, which are critical for ensuring that data flows effortlessly between your systems. I understand the importance of clear documentation and support for initial setup, and I am committed to providing you with both. I look forward to leveraging our expertise in CRM automation and financial integrations to bring your vision to life. Could you clarify if you have a preferred CRM and any specific features you would like to prioritize during the automation process? Thanks, Rashid

$250 USD dalam 8 hari

5.0

(15 ulasan)

5.4

@izhanali77

Hello, I see your project Full-Stack Automation Workflow Design & Setup, and trust me, my expertise makes me the best fit for this task. and I offer the best quality of work within an affordable budget! The portfolio will be shared via chat. Let’s connect so I can share exactly how I’ll make your project stand out and answer any questions you have.

$50 USD dalam 1 hari

5.0

(11 ulasan)

5.0

@arbu1499

Hello! I can help set up an automated workflow that integrates your CRM, payment processor, and learning platform to enhance efficiency and streamline operations. I’ll make sure the system triggers actions as soon as a payment is processed, tracks student progress, and syncs all financial data correctly with QuickBooks to keep everything running smoothly. I have experience creating automated solutions across various tools and platforms, ensuring seamless integrations that reduce manual tasks. My focus is on creating systems that work for your needs and make sure they are set up correctly from the start. Let’s chat to go over the details. Warm regards, Arbaz A.

$120 USD dalam 7 hari

4.9

(26 ulasan)

5.1

@mayankinnovative

Dear Client, Thank you for considering my expertise for your project on automating workflows for CRM, payment processing, learning platform access, and financial integration. With 20 years of experience in software development and automation, I am confident in delivering a robust, seamless, and scalable solution tailored to your requirements. How I Can Help: Customer Contact & Payment Automation: Streamline customer information collection via WhatsApp/Instagram. Automate triggers upon payment completion using platforms like Stripe. CRM Integration: Design workflows to update customer profiles, tag payment statuses, and initiate onboarding. Onboarding & Progress Tracking: Automate course access and communication group invitations. Implement systems for progress tracking and automated follow-ups. Financial Tracking & Reporting: Sync payment data with QuickBooks for accurate bookkeeping. Build automated dashboards for real-time financial insights. Tools Integration: Utilize Zapier, Make (Integromat), or other platforms for seamless data synchronization. Ensure compatibility with Skool, HubSpot, QuickBooks, and other tools. Deliverables: Fully operational workflow tailored to your business. Comprehensive documentation and training for the setup. Post-implementation support for troubleshooting and optimization. Best regards,

$140 USD dalam 7 hari

4.2

(136 ulasan)

4.3

@anumdev333

Hello! I can do this by setting up a fully automated workflow to integrate your CRM, payment processor, learning platform, and QuickBooks seamlessly. From automating customer onboarding to syncing financial data and tracking progress, I’ll ensure everything runs like clockwork. Let’s connect to get this streamlined system live! Regards, Anum Sheraz

$250 USD dalam 7 hari

5.0

(1 ulasan)

3.5

@rajat23091969

Hello Mcheremk, I am excited to offer my expertise in PHP, Software Architecture, CRM, and MySQL to assist with your Full-Stack Automation Workflow Design & Setup project. With over a decade of experience in various programming languages and technologies, I am well-equipped to handle the integration of tools like QuickBooks and Salesforce. I have a proven track record of automating workflows, setting up CRM systems, and optimizing processes for efficiency. My ability to work with platforms like Zapier and my experience in financial tracking and reporting make me a valuable asset for this project. I am eager to discuss how we can collaborate to streamline your workflow and achieve your project goals. Let's connect and explore the possibilities further. Looking forward to your response. rajat

$175 USD dalam 3 hari

3.5

(7 ulasan)

4.4

@manpreetkaur991

Hello, Combining my comprehensive technical skills and extensive experience in full-stack web development, I am confident that I am the top candidate for this Full-Stack Automation Workflow Design & Setup project. Having worked extensively with Vue.js/jQuery, Laravel/Yii2/Symfony, and REST/GraphQL/Websockets, I possess a deep understanding of building complex web-based multitier applications that your project necessitates. My expertise across various platforms including PHP, NodeJS, SQL, NoSQL (MongoDB) as well as HTML5 and CSS enables me to handle all aspects of the project with utmost efficiency. I can skillfully use Zapier or Make (Integromat) for data automation along with QuickBooks for financial tracking and integrate payment processor and CRM systems seamlessly while ensuring accurate bookkeeping and reporting. Moreover, as an added advantage, I have familiarity with Shopify, WooCommerce, Prestashop, Drupal - which further illustrates my versatility as a developer and how I can adopt new systems easily. Finally, documentation plays a vital role in any software setup task. Fortunately, during my experience working on multiple complex projects like this, clear documentation has always been an integral part of my approach to ensure the projects' longevity and ease of use for future adjustments based on data insights. Thank you

$250 USD dalam 7 hari

3.8

(3 ulasan)

4.0

@zainabsaleem13

Hello! I’m a skilled Full-Stack developer with experience in designing and setting up automation workflows. I can help you streamline your workflow by creating an efficient, automated system that enhances productivity and reduces manual effort. Could you share more details about the specific processes you’d like to automate and any specific features you envision? Please check out my portfolio: https://www.freelancer.com/u/zainabsaleem13/portfolio/ Looking forward to your response! Best regards, Zainab Saleem

$250 USD dalam 10 hari

5.0

(4 ulasan)

2.6

@mrla11

Hi We can do your social media management for you and update your content regularly and grow your business in time. Some Services We offer Facebook Finding/Joining Groups various ones Posting on Different facebook Groups Add/Remove friends Open Event Instagram Follow hashtags follow/unfollow other users create engagement Grow instagram account slowly in time create post items Search hashtags Like /Delete Comments Twitter Follow/unfollow other users Post regularly Mention twitter Linkedin Create campaigns Pos regularly Contact other members Like comments Create image drive traffic to your page Pinterest Follow and unfollow other users Create boards Pin/repin items Add videos/images Comment other users. instagram marketing.

$30 USD dalam 2 hari

5.0

(1 ulasan)

2.3

@skytinfotech

With my extensive experience in web design and development, alongside my proficiency in CRM and MySQL, I am well-equipped to tackle your full-stack automation workflow needs. I understand the vital importance of integrating platforms efficiently for smooth operations. Thus, I am comfortable working with tools like Zapier and Make to ensure a seamless workflow between customer contact & payment processes, CRM management and onboarding system. Moreover, as an experienced professional who values efficiency without compromising quality, I am no stranger to QuickBooks and its financial reporting capabilities. I can guarantee that all of your payments will be accurately categorized for proper bookkeeping and straightforward reporting. Alongside my technical skillset, another strength of mine is clear documentation and effective communication. Your project requires precise workflows with automated tracking mechanisms, and I assure you that not only will our operations run smoothly but you will also have comprehensive documentation at your disposal. My creative problem-solving skills derived from years of experience will let me quickly identify patterns in data and provide continuous process improvements so that our workflow system only gets better over time. Trust me with your complex automation needs, together we'll make things quicker + easier for everyone involved.

$140 USD dalam 7 hari

4.5

(5 ulasan)

2.6

@Ariiba67

Greetings, I can assist with setting up the complete automation workflow for CRM, payment processing, learning platform integration, and financial tracking. With my experience in this field for the last 6 years, I can integrate tools like WhatsApp, Instagram, Stripe, Skool, QuickBooks, and CRM systems to automate customer data collection, payment processing, onboarding, progress tracking, and follow-ups. I will also ensure seamless data synchronization between platforms, set up dashboards for reporting, and automate financial reporting for accurate bookkeeping. Let’s discuss further to tailor the solution to your exact needs. Best Wishes, Areeba Urooj

$80 USD dalam 1 hari

5.0

(1 ulasan)

2.0

@hddesignbox

Hi Marcos C. i sm expert in the PHP I possess a rich and diverse portfolio that demonstrates my skills and achievements, and I would be delighted to share it with you upon your request. Please feel free to connect with me at your convenience. Best regards, Hammad

$150 USD dalam 5 hari

5.0

(1 ulasan)

1.4

@Visharaa2024

In today's digital age, the power of automation is critical for staying efficient and cutting edge. I'm Deepak, a highly skilled full-stack developer with 8+ years of experience. I have successfully delivered over 100 projects across different domains and my expertise precisely aligns with your project needs. From my extensive background in Native & Hybrid app development for Android and iOS to my profound knowledge of platforms like Zapier, Make (Integromat) and QuickBooks, I'm well-versed in creating seamless automated workflows that deliver tangible results. In addition to my comprehensive understanding of automated workflow creation, I also have notable experience in CRM automation, payment processing, and financial integration - all essential aspects highlighted in your project description. My familiarity with tools like HubSpot, Stripe, and QuickBooks puts me at an advantage to understand the intricate details of your project requirements. My commitment to client satisfaction is unwavering and this reflects in my work ethic; always delivering high-quality work within agreed timelines. Beyond offering a fully operational automated workflow, I provide clear documentation for workflows and integrations which will be paramount for continuous optimization should circumstances adjust based on data insights. Moreover,

$140 USD dalam 7 hari